NOTE: The outlined updates only include technology changes applicable to the overall user-view of the platform. They do not outline coding updates or bug fixes.
April 2026
- Account Owner Portal – If your organization uses Superior’s Account Owner Portal, your account owners will see an Additional Information box in the Review and Sign Document section of each transaction workflow. This allows your owners to send additional comments to your organization about the transaction they are completing.
Upon completion, Transactions Administrators can view the account owner’s comments by clicking the Comments icon in the Submitted by Owner queue on the Dashboard.
- Superior Platform Screen Changes – The following updates were made to the Superior platform appearance to be more ADA compliant:
- Pages listed in the left navigation menu highlight green when selected.
- Your organization’s name at the top of the platform appears in white font instead of green font.
- The welcome message on the Dashboard was slightly modified.
- Transactions – In the Distribute Money workflow, the Distribution Date section has moved up to appear at the beginning of the Select Distribution Reason section. This change was made to more accurately track the reason codes to display if an account owner is over or under age 59.5.
